3 the SERVICEThe Koustas & Co Client PoM Structure SWOT Analysis is

designed to provide the family law practitioner peace of mind

that their client’s (and other interested parties) financial affairs

are scrutinised to the extent that any potential issues–that may

be cause for concern–are quickly identified.

The key assets (including the increasingly problematic

cryptocurrencies) and liabilities in the family law settlement

pool are contemplated–together with a review of any structures

(i.e. companies, trusts, partnerships) that may be in existence

and the implications of those elements upon the later drafting

of family law orders.

the NEEDIn the same way that accountants make lousy lawyers, so to

do lawyers generally make less than outstanding accountants.

In recognising that each profession is rarely good at ‘crossing-

over’–Koustas & Co have developed a simple, yet effective

service designed to provide family law practitioners and their

clients with a roadmap highlighting the particular accounting

and tax issues needing to be dealt with during the separation

process. As the statutory and common law environments

relating to tax become more and more complex, rarely are

the ‘real world’ client issues any less so. With this in mind, the

Koustas & Co Client PoM Structure SWOT Analysis service is

designed to provide the necessary financial information that

the family law practitioner can then use to more effectively and

efficiently represent their client.

the BACKGROUNDThe genesis of the Koustas & Co Client PoM Structure SWOT (i.e. Strengths, Weaknesses, Opportunities and Threats) Analysis

service was the Koustas & Co accountants’ shared experiences–gathered over many years–in providing valuation and expert

witness services in family law matters. After observing the often misunderstood and arbitrary manner in which lawyers investigated

and dealt with the financial elements of a family law matter, a need was identified to provide legal practitioners with a structured

format identifying the specific accounting and tax issues that are often in play but rarely countenanced.

Contact us...to learn more about how we can provide you with

expert financial support and a structural review, contact Matthew, our Business + Practice Development Manager.

T (03) 8530 1600 M 0413 788 715 E matthews@koustas.com.au W www.koustas.com.au

Given the large asset values at stake during a separation—not to mention the consequences of not knowing the ‘whole truth’—the question a family law practitioner

should ask oneself is not ‘why should I use this service?’ rather, ‘why wouldn’t I?’

OPTION 1Client PoM SWOT Analysis presentation (soft copy)

OPTION 2Everything in Option 1, plus 1 hour meeting to present findings and answer questions

OPTION 3Everything in Option 2, plus liaising with existing accountant (and/or other advisors)

OPTION 4 Everything in Option 3, plus additional work such as detailed income tax planning and calculations; retirement planning and calculations; succession planning and modelling or a complete financial due diligence and associated advice as to how best draft orders to ensure that tax efficiency upon division of the assets is achieved.

There are four options for a fixed price agreement to suit the needs of the family law practitioner and their clients:

CLIENT PEACE OF MIND (PoM)STRUCTURE SWOT ANALYSIS SERVICE

P.O.A$2,500 + GST$2,000 + GST$1,500 + GST